The One Big Beautiful Bill (OBBB) Act has dominated financial headlines. For many clients, it feels complicated, urgent, and unclear. That’s why tax communication for advisors matters more than ever. Clients need straightforward updates, not policy jargon. They want to know how this legislation affects them, their families, and their future.

We recently hosted a workshop, The One Big Beautiful Bill Playbook: What to Say, How to Say It. Advisors who attended shared a common challenge: how to break down the One Big Beautiful Bill (OBBB) Act for clients without creating more confusion.

Here are five tax communication strategies advisors can use right now.

1. Send Focused Email Updates

Skip long summaries of the bill. Clients want answers in a few sentences, not pages of legislative text. Choose two or three provisions that impact them most and lead with that.

Sample subject lines:

  • “3 Ways the OBBB Act Impacts Families”

  • “What the OBBB Act Means for Retirement Planning”

  • “Key Updates From the OBBB Act You Should Know”

Open with direct language. For example:
“The headlines about the OBBB Act can feel overwhelming. Here are three changes that may affect your financial plan and the steps you may want to consider next.”

2. Share Timely Insights on Social Media

LinkedIn gives you a platform to clarify the noise. Don’t just repost articles. Instead, explain in your own words what the bill means for your clients (families, retirees, or business owners).

Example post:
“Here’s what the new OBBB provision on retirement savings could mean for families planning their future…”

These posts show clients that you track the details and translate them into plain language.

3. Host a Workshop with a COI

Clients appreciate credible collaboration. Partner with a CPA or estate attorney for a live workshop. Together, you can explain the tax, legal, and planning aspects of the OBBB Act.

Possible event titles:

  • “Making Sense of the OBBB Act: What Families Need to Know”

  • “Taxes, Trusts, and the OBBB Act: What’s Changing in 2025”

  • “Planning Smarter Under the OBBB Act”

Leave time for Q&A so clients feel engaged and supported.

4. Record a Short Video

A three-minute video can explain a single provision of the OBBB Act without complicated industry jargon. Share it in emails, on your website, and across social platforms.

For example: a clip on how the OBBB Act impacts retirement contributions for small business owners. This makes your guidance personal, approachable, and memorable.

5. Write a Blog That Answers Client Questions

Use your blog to expand on the most relevant parts of the bill. Break down key provisions, explain why they matter, and suggest practical next steps.

Strong headline examples:

  • “The One Big Beautiful Bill Act: What are the Top 5 Key Takeaways for Families?”

  • “What does the OBBB Act Means for My Financial Plan?”

  • “Making Sense of the OBBB Act: A Guide for Clients”

Pro tip: Format your headlines as questions (that clients and prospects would actually search) to get AI search engines to recommend your content.

This strategy boosts your authority, strengthens client trust, and improves search visibility for tax communication for advisors.

Why Advisors Must Lead the Tax Conversation

Clients don’t expect you to know every outcome of the OBBB Act. They do expect you to explain what matters most in a way they understand. By communicating across email, social media, workshops, video, and blogs, you position yourself as their go-to guide for tax and planning clarity.

The All-in-One Marketing Platform

We make it easy to market effectively. Everything you need – website, email, social media, blogs, events, video and printed cards – all in one place. Whether you’re trying to reach retirees, millennials, or more, this marketing platform is the one for you.

FIND OUT MORE HERE

FAQ: Tax Communication for Advisors

What makes tax communication for advisors so important right now?

Clients face complex legislation and conflicting news. Advisors who explain tax changes in simple terms build trust and credibility.

How often should advisors update clients about tax laws like the OBBB Act?

At least once a quarter, or sooner if significant changes happen. Consistency shows you stay current.

Should advisors use technical tax language with clients?

No. Clients value plain explanations more than technical definitions. Save technical language for collaborations with CPAs or attorneys.

What communication channel works best for tax updates?

It depends on your audience. Many advisors use a mix of email, blogs, and workshops to reach clients in multiple ways.

How can advisors stand out when discussing tax law?

Offer context, not just headlines. Show how changes affect a client’s specific situation, and provide actionable next steps.

best practices client communication communication strategy content ideas digital marketing email marketing keywords marketing marketing best practices